Lizard Investors

Overview

Lizard Investors is a Chicago-based asset management firm specializing in global small-cap and emerging market equities. The firm employs rigorous equity research and proprietary investment tools to identify high-quality franchises capable of compounding value over time. Their investment philosophy is grounded in a long-term perspective, guiding a consistent and disciplined approach to asset management. Founded in 2008, Lizard Investors is an employee-owned firm that focuses on creating and managing portfolios of companies not typically owned by large institutions. They follow a patient, concentrated, value approach aimed at generating exceptional returns while protecting capital over the market cycle. The firm upholds a culture of integrity, independence, and outstanding client service. Lizard Investors' portfolio includes companies across various industries, such as technology, healthcare, consumer goods, and financial services. They invest in both developed and emerging markets, with a particular emphasis on small-cap and mid-cap equities. The firm's investment strategy is designed to identify undervalued companies with strong growth potential, aiming to deliver superior returns to their clients over the long term.

Investment Focus

• Focus on small-cap and mid-cap equities
• Long-term investment horizon
• Interest in global small-cap and emerging market equities
• Alignment with value investment philosophy

Portfolio Companies